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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,974 | $39,132+4.7% | $57,196-28.4% | $62,881-34.8% |
| Participation rate | 30.7% | 70.5%-39.8pp | 75.3%-44.7pp | 69.3%-38.6pp |
| Annual return | 6.01% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $590 | $1,874-68.5% | $2,683-78.0% | $2,281-74.1% |
| Participant deferral / active EE | $590 | $2,374-75.2% | $3,096-81.0% | $3,203-81.6% |
| Admin fee / account holder | $585 | $2,594-77.5% | $3,141-81.4% | $4,296-86.4% |